Integrate PipelineDeals with Qoyod
Send information between PipelineDeals and Qoyod automatically, without writing any code, using Zoho Flow.
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Create an invoice in Qoyod for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Qoyod each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Qoyod.
Create an invoice in Qoyod for newly acquired deals in PipelineDeals
PipelineDeals + Qoyod
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Supported triggers and actions
Integrate PipelineDeals and Qoyod using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
Bill added
Triggers when a new bill is added
Bill payment added
Triggers when a new bill payment is added
Customer added
Triggers when a new customer is added
Vendor added
Triggers when a new vendor is added
Product added
Triggers when a new product is added
Account added
Triggers when a new account is added
Purchase order added
Triggers when a new purchase order is added
Invoice added
Triggers when a new invoice is added
Invoice payment added
Triggers when a new invoice payment is added
Sales receipt added
Triggers when a new sales receipt is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create sales receipt
Creates a new sales receipt
Create purchase order
Creates a new purchase order
Create invoice payment
Creates a new invoice payment
Create inventory transfer
Creates a new inventory transfer
Create account
Creates a new account
Create vendor
Creates a new vendor
Create customer
Creates a new customer
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Create product
Creates a new product
Create inventory adjustment
Creates a new inventory adjustment
Create bill payment
Creates a new bill payment
Fetch invoice payment by ID
Fetches the details of an invoice payment using ID
Fetch sales receipt by reference
Fetches the details of an existing sales receipt using reference number
Fetch purchase order by ID
Fetches the details of an existing purchase order using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch bill by ID
Fetches the details of an existing bill using ID
Fetch product by SKU
Fetches the details of an existing product using SKU
Fetch bill payment by reference
Fetches the details of an existing bill payment using reference number
Fetch purchase order by reference
Fetches the details of an existing purchase order using reference number
Fetch invoice by reference
Fetches the details of an existing invoice using reference number
Fetch bill payment by ID
Fetches the details of an existing bill payment using ID
Fetch customer by email address
Fetches the details of an existing customer using email address
Fetch invoice by ID
Fetches the details of an existing invoice using ID
Fetch bill by reference
Fetches the details of an existing bill using reference number
Fetch invoice payment by reference
Fetches the details of an invoice payment using reference number
Fetch product by ID
Fetches the details of an existing product using ID
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch sales receipt by ID
Fetches the details of an existing sales receipt using ID
Fetch vendor by email address
Fetches the details of an existing vendor using email address
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Qoyod?
Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.
Similar apps
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